@contractspec/example.wealth-snapshot 1.44.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/LICENSE +21 -0
- package/README.md +14 -0
- package/dist/docs/index.d.ts +1 -0
- package/dist/docs/index.js +1 -0
- package/dist/docs/wealth-snapshot.docblock.d.ts +1 -0
- package/dist/docs/wealth-snapshot.docblock.js +104 -0
- package/dist/docs/wealth-snapshot.docblock.js.map +1 -0
- package/dist/entities/index.d.ts +132 -0
- package/dist/entities/index.d.ts.map +1 -0
- package/dist/entities/index.js +230 -0
- package/dist/entities/index.js.map +1 -0
- package/dist/events.d.ts +225 -0
- package/dist/events.d.ts.map +1 -0
- package/dist/events.js +181 -0
- package/dist/events.js.map +1 -0
- package/dist/example.d.ts +40 -0
- package/dist/example.d.ts.map +1 -0
- package/dist/example.js +50 -0
- package/dist/example.js.map +1 -0
- package/dist/handlers/index.d.ts +8 -0
- package/dist/handlers/index.d.ts.map +1 -0
- package/dist/handlers/index.js +9 -0
- package/dist/handlers/index.js.map +1 -0
- package/dist/index.d.ts +18 -0
- package/dist/index.d.ts.map +1 -0
- package/dist/index.js +27 -0
- package/dist/index.js.map +1 -0
- package/dist/operations/index.d.ts +410 -0
- package/dist/operations/index.d.ts.map +1 -0
- package/dist/operations/index.js +427 -0
- package/dist/operations/index.js.map +1 -0
- package/dist/presentations/index.d.ts +5 -0
- package/dist/presentations/index.d.ts.map +1 -0
- package/dist/presentations/index.js +12 -0
- package/dist/presentations/index.js.map +1 -0
- package/dist/presentations.d.ts +11 -0
- package/dist/presentations.d.ts.map +1 -0
- package/dist/presentations.js +132 -0
- package/dist/presentations.js.map +1 -0
- package/dist/wealth-snapshot.feature.d.ts +7 -0
- package/dist/wealth-snapshot.feature.d.ts.map +1 -0
- package/dist/wealth-snapshot.feature.js +139 -0
- package/dist/wealth-snapshot.feature.js.map +1 -0
- package/package.json +76 -0
package/LICENSE
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MIT License
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Copyright (c) 2025 Chaman Ventures, SASU
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Permission is hereby granted, free of charge, to any person obtaining a copy
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of this software and associated documentation files (the "Software"), to deal
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in the Software without restriction, including without limitation the rights
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to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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copies of the Software, and to permit persons to whom the Software is
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furnished to do so, subject to the following conditions:
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The above copyright notice and this permission notice shall be included in all
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copies or substantial portions of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
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SOFTWARE.
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package/README.md
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# @contractspec/example.wealth-snapshot
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Website: https://contractspec.io/
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Wealth Snapshot mini-app for accounts, assets, liabilities, and goals.
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Highlights:
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- Personal/household accounts with balances and currencies
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- Assets & liabilities with categories and valuations
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- Net worth and indicators (runway, savings rate) derived from events
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- Goals tracking with progress and target dates
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- Notifications for threshold crossings and overdue goals
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export { };
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import "./wealth-snapshot.docblock.js";
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export { };
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import { registerDocBlocks } from "@contractspec/lib.contracts/docs";
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//#region src/docs/wealth-snapshot.docblock.ts
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registerDocBlocks([
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{
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id: "docs.examples.wealth-snapshot",
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title: "Wealth Snapshot",
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summary: "Simple wealth overview with accounts, assets, liabilities, goals, and net-worth snapshots.",
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kind: "reference",
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visibility: "public",
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route: "/docs/examples/wealth-snapshot",
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tags: [
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"finance",
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"net-worth",
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"goals"
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],
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body: `## Features
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- Accounts with balances/currencies.
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- Assets & liabilities categorized for net worth.
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- Goals with target amounts/dates and status.
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- Net worth snapshots for charting; events emitted for analytics.
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## Modules reused
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- Identity/RBAC for scoping to household/org
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- Notifications for threshold crossings/goal reminders
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- Audit trail for financial changes
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## Presentations
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- Dashboard, accounts list, assets list, liabilities list, goals list (React + Markdown targets).
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`
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},
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{
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id: "docs.examples.wealth-snapshot.goal",
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title: "Wealth Snapshot — Goal",
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summary: "Why this personal/household finance template exists.",
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kind: "goal",
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visibility: "public",
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route: "/docs/examples/wealth-snapshot/goal",
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tags: ["finance", "goal"],
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body: `## Why it matters
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- Provides a regenerable net-worth and goals view without bespoke finance code.
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- Keeps accounts/assets/liabilities/goals consistent across surfaces with PII care.
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## Business/Product goal
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- Deliver clear net-worth visibility, goal tracking, and alerting for thresholds.
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- Support safe regeneration while keeping currency/units explicit.
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## Success criteria
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- Spec changes to assets/liabilities/goals regenerate UI/API/events cleanly.
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- PII and sensitive values are marked and redacted where needed.`
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},
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{
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id: "docs.examples.wealth-snapshot.usage",
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title: "Wealth Snapshot — Usage",
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summary: "How to seed, extend, and regenerate wealth tracking safely.",
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kind: "usage",
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visibility: "public",
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route: "/docs/examples/wealth-snapshot/usage",
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tags: ["finance", "usage"],
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body: `## Setup
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1) Seed (if provided) or add accounts/assets/liabilities/goals via UI.
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2) Configure Notifications for goal reminders/threshold alerts; Audit for changes.
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## Extend & regenerate
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1) Adjust schemas for asset classes, liability terms, goal metrics; keep currency/units explicit.
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2) Regenerate to update dashboards and events; mark PII paths (account numbers, holder names).
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3) Use Feature Flags to trial new indicators or alerting rules.
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## Guardrails
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- Emit events for asset/liability/goal changes; log in Audit Trail.
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- Redact sensitive identifiers in presentations.
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- Keep calculations (net worth) transparent and driven by spec fields.`
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},
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{
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id: "docs.examples.wealth-snapshot.constraints",
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title: "Wealth Snapshot — Constraints & Safety",
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summary: "Internal guardrails for finance data, PII, and regeneration semantics.",
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kind: "reference",
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visibility: "internal",
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route: "/docs/examples/wealth-snapshot/constraints",
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tags: [
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"finance",
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"constraints",
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"internal"
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],
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body: `## Constraints
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- Net worth and goal calculations must stay spec-driven; avoid hidden math.
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- Events to emit: asset.created/updated, liability.created/updated, goal.created/updated, snapshot.recorded.
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- Regeneration should not alter currency/unit semantics without explicit spec change.
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## PII & Sensitivity
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- Mark account identifiers, holder names, and addresses as PII; redact in presentations.
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- Avoid exposing raw balances in MCP/web without policy checks; prefer summaries.
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## Verification
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- Add fixtures for currency/unit changes and snapshot calculations.
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- Ensure Audit Trail covers all financial mutations; Notifications optional for goals/thresholds.
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- Use Feature Flags for new indicators/alert rules; default safe/off.`
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}
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]);
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//#endregion
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//# sourceMappingURL=wealth-snapshot.docblock.js.map
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{"version":3,"file":"wealth-snapshot.docblock.js","names":[],"sources":["../../src/docs/wealth-snapshot.docblock.ts"],"sourcesContent":["import type { DocBlock } from '@contractspec/lib.contracts/docs';\nimport { registerDocBlocks } from '@contractspec/lib.contracts/docs';\n\nconst wealthSnapshotDocBlocks: DocBlock[] = [\n {\n id: 'docs.examples.wealth-snapshot',\n title: 'Wealth Snapshot',\n summary:\n 'Simple wealth overview with accounts, assets, liabilities, goals, and net-worth snapshots.',\n kind: 'reference',\n visibility: 'public',\n route: '/docs/examples/wealth-snapshot',\n tags: ['finance', 'net-worth', 'goals'],\n body: `## Features\n\n- Accounts with balances/currencies.\n- Assets & liabilities categorized for net worth.\n- Goals with target amounts/dates and status.\n- Net worth snapshots for charting; events emitted for analytics.\n\n## Modules reused\n- Identity/RBAC for scoping to household/org\n- Notifications for threshold crossings/goal reminders\n- Audit trail for financial changes\n\n## Presentations\n- Dashboard, accounts list, assets list, liabilities list, goals list (React + Markdown targets).\n`,\n },\n {\n id: 'docs.examples.wealth-snapshot.goal',\n title: 'Wealth Snapshot — Goal',\n summary: 'Why this personal/household finance template exists.',\n kind: 'goal',\n visibility: 'public',\n route: '/docs/examples/wealth-snapshot/goal',\n tags: ['finance', 'goal'],\n body: `## Why it matters\n- Provides a regenerable net-worth and goals view without bespoke finance code.\n- Keeps accounts/assets/liabilities/goals consistent across surfaces with PII care.\n\n## Business/Product goal\n- Deliver clear net-worth visibility, goal tracking, and alerting for thresholds.\n- Support safe regeneration while keeping currency/units explicit.\n\n## Success criteria\n- Spec changes to assets/liabilities/goals regenerate UI/API/events cleanly.\n- PII and sensitive values are marked and redacted where needed.`,\n },\n {\n id: 'docs.examples.wealth-snapshot.usage',\n title: 'Wealth Snapshot — Usage',\n summary: 'How to seed, extend, and regenerate wealth tracking safely.',\n kind: 'usage',\n visibility: 'public',\n route: '/docs/examples/wealth-snapshot/usage',\n tags: ['finance', 'usage'],\n body: `## Setup\n1) Seed (if provided) or add accounts/assets/liabilities/goals via UI.\n2) Configure Notifications for goal reminders/threshold alerts; Audit for changes.\n\n## Extend & regenerate\n1) Adjust schemas for asset classes, liability terms, goal metrics; keep currency/units explicit.\n2) Regenerate to update dashboards and events; mark PII paths (account numbers, holder names).\n3) Use Feature Flags to trial new indicators or alerting rules.\n\n## Guardrails\n- Emit events for asset/liability/goal changes; log in Audit Trail.\n- Redact sensitive identifiers in presentations.\n- Keep calculations (net worth) transparent and driven by spec fields.`,\n },\n {\n id: 'docs.examples.wealth-snapshot.constraints',\n title: 'Wealth Snapshot — Constraints & Safety',\n summary:\n 'Internal guardrails for finance data, PII, and regeneration semantics.',\n kind: 'reference',\n visibility: 'internal',\n route: '/docs/examples/wealth-snapshot/constraints',\n tags: ['finance', 'constraints', 'internal'],\n body: `## Constraints\n- Net worth and goal calculations must stay spec-driven; avoid hidden math.\n- Events to emit: asset.created/updated, liability.created/updated, goal.created/updated, snapshot.recorded.\n- Regeneration should not alter currency/unit semantics without explicit spec change.\n\n## PII & Sensitivity\n- Mark account identifiers, holder names, and addresses as PII; redact in presentations.\n- Avoid exposing raw balances in MCP/web without policy checks; prefer summaries.\n\n## Verification\n- Add fixtures for currency/unit changes and snapshot calculations.\n- Ensure Audit Trail covers all financial mutations; Notifications optional for goals/thresholds.\n- Use Feature Flags for new indicators/alert rules; default safe/off.`,\n },\n];\n\nregisterDocBlocks(wealthSnapshotDocBlocks);\n"],"mappings":";;;AAgGA,kBA7F4C;CAC1C;EACE,IAAI;EACJ,OAAO;EACP,SACE;EACF,MAAM;EACN,YAAY;EACZ,OAAO;EACP,MAAM;GAAC;GAAW;GAAa;GAAQ;EACvC,MAAM;;;;;;;;;;;;;;;EAeP;CACD;EACE,IAAI;EACJ,OAAO;EACP,SAAS;EACT,MAAM;EACN,YAAY;EACZ,OAAO;EACP,MAAM,CAAC,WAAW,OAAO;EACzB,MAAM;;;;;;;;;;;EAWP;CACD;EACE,IAAI;EACJ,OAAO;EACP,SAAS;EACT,MAAM;EACN,YAAY;EACZ,OAAO;EACP,MAAM,CAAC,WAAW,QAAQ;EAC1B,MAAM;;;;;;;;;;;;;EAaP;CACD;EACE,IAAI;EACJ,OAAO;EACP,SACE;EACF,MAAM;EACN,YAAY;EACZ,OAAO;EACP,MAAM;GAAC;GAAW;GAAe;GAAW;EAC5C,MAAM;;;;;;;;;;;;;EAaP;CACF,CAEyC"}
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import * as _contractspec_lib_schema58 from "@contractspec/lib.schema";
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import { ModuleSchemaContribution } from "@contractspec/lib.schema";
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//#region src/entities/index.d.ts
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declare const AccountTypeEnum: _contractspec_lib_schema58.EntityEnumDef;
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declare const AssetCategoryEnum: _contractspec_lib_schema58.EntityEnumDef;
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declare const LiabilityCategoryEnum: _contractspec_lib_schema58.EntityEnumDef;
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declare const GoalStatusEnum: _contractspec_lib_schema58.EntityEnumDef;
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declare const AccountEntity: _contractspec_lib_schema58.EntitySpec<{
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id: _contractspec_lib_schema58.EntityScalarField;
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name: _contractspec_lib_schema58.EntityScalarField;
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type: _contractspec_lib_schema58.EntityEnumField;
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currency: _contractspec_lib_schema58.EntityScalarField;
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balance: _contractspec_lib_schema58.EntityScalarField;
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institution: _contractspec_lib_schema58.EntityScalarField;
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orgId: _contractspec_lib_schema58.EntityScalarField;
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ownerId: _contractspec_lib_schema58.EntityScalarField;
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createdAt: _contractspec_lib_schema58.EntityScalarField;
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updatedAt: _contractspec_lib_schema58.EntityScalarField;
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}>;
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declare const AssetEntity: _contractspec_lib_schema58.EntitySpec<{
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id: _contractspec_lib_schema58.EntityScalarField;
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accountId: _contractspec_lib_schema58.EntityScalarField;
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name: _contractspec_lib_schema58.EntityScalarField;
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category: _contractspec_lib_schema58.EntityEnumField;
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value: _contractspec_lib_schema58.EntityScalarField;
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currency: _contractspec_lib_schema58.EntityScalarField;
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orgId: _contractspec_lib_schema58.EntityScalarField;
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metadata: _contractspec_lib_schema58.EntityScalarField;
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updatedAt: _contractspec_lib_schema58.EntityScalarField;
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createdAt: _contractspec_lib_schema58.EntityScalarField;
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account: _contractspec_lib_schema58.EntityRelationField;
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}>;
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declare const LiabilityEntity: _contractspec_lib_schema58.EntitySpec<{
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id: _contractspec_lib_schema58.EntityScalarField;
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accountId: _contractspec_lib_schema58.EntityScalarField;
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name: _contractspec_lib_schema58.EntityScalarField;
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category: _contractspec_lib_schema58.EntityEnumField;
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balance: _contractspec_lib_schema58.EntityScalarField;
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currency: _contractspec_lib_schema58.EntityScalarField;
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interestRate: _contractspec_lib_schema58.EntityScalarField;
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orgId: _contractspec_lib_schema58.EntityScalarField;
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metadata: _contractspec_lib_schema58.EntityScalarField;
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updatedAt: _contractspec_lib_schema58.EntityScalarField;
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createdAt: _contractspec_lib_schema58.EntityScalarField;
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account: _contractspec_lib_schema58.EntityRelationField;
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}>;
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declare const GoalEntity: _contractspec_lib_schema58.EntitySpec<{
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id: _contractspec_lib_schema58.EntityScalarField;
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name: _contractspec_lib_schema58.EntityScalarField;
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targetAmount: _contractspec_lib_schema58.EntityScalarField;
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currentAmount: _contractspec_lib_schema58.EntityScalarField;
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currency: _contractspec_lib_schema58.EntityScalarField;
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targetDate: _contractspec_lib_schema58.EntityScalarField;
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status: _contractspec_lib_schema58.EntityEnumField;
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orgId: _contractspec_lib_schema58.EntityScalarField;
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ownerId: _contractspec_lib_schema58.EntityScalarField;
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createdAt: _contractspec_lib_schema58.EntityScalarField;
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updatedAt: _contractspec_lib_schema58.EntityScalarField;
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}>;
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declare const NetWorthSnapshotEntity: _contractspec_lib_schema58.EntitySpec<{
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id: _contractspec_lib_schema58.EntityScalarField;
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asOf: _contractspec_lib_schema58.EntityScalarField;
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totalAssets: _contractspec_lib_schema58.EntityScalarField;
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totalLiabilities: _contractspec_lib_schema58.EntityScalarField;
|
|
66
|
+
netWorth: _contractspec_lib_schema58.EntityScalarField;
|
|
67
|
+
currency: _contractspec_lib_schema58.EntityScalarField;
|
|
68
|
+
orgId: _contractspec_lib_schema58.EntityScalarField;
|
|
69
|
+
createdAt: _contractspec_lib_schema58.EntityScalarField;
|
|
70
|
+
}>;
|
|
71
|
+
declare const wealthSnapshotEntities: (_contractspec_lib_schema58.EntitySpec<{
|
|
72
|
+
id: _contractspec_lib_schema58.EntityScalarField;
|
|
73
|
+
name: _contractspec_lib_schema58.EntityScalarField;
|
|
74
|
+
type: _contractspec_lib_schema58.EntityEnumField;
|
|
75
|
+
currency: _contractspec_lib_schema58.EntityScalarField;
|
|
76
|
+
balance: _contractspec_lib_schema58.EntityScalarField;
|
|
77
|
+
institution: _contractspec_lib_schema58.EntityScalarField;
|
|
78
|
+
orgId: _contractspec_lib_schema58.EntityScalarField;
|
|
79
|
+
ownerId: _contractspec_lib_schema58.EntityScalarField;
|
|
80
|
+
createdAt: _contractspec_lib_schema58.EntityScalarField;
|
|
81
|
+
updatedAt: _contractspec_lib_schema58.EntityScalarField;
|
|
82
|
+
}> | _contractspec_lib_schema58.EntitySpec<{
|
|
83
|
+
id: _contractspec_lib_schema58.EntityScalarField;
|
|
84
|
+
accountId: _contractspec_lib_schema58.EntityScalarField;
|
|
85
|
+
name: _contractspec_lib_schema58.EntityScalarField;
|
|
86
|
+
category: _contractspec_lib_schema58.EntityEnumField;
|
|
87
|
+
value: _contractspec_lib_schema58.EntityScalarField;
|
|
88
|
+
currency: _contractspec_lib_schema58.EntityScalarField;
|
|
89
|
+
orgId: _contractspec_lib_schema58.EntityScalarField;
|
|
90
|
+
metadata: _contractspec_lib_schema58.EntityScalarField;
|
|
91
|
+
updatedAt: _contractspec_lib_schema58.EntityScalarField;
|
|
92
|
+
createdAt: _contractspec_lib_schema58.EntityScalarField;
|
|
93
|
+
account: _contractspec_lib_schema58.EntityRelationField;
|
|
94
|
+
}> | _contractspec_lib_schema58.EntitySpec<{
|
|
95
|
+
id: _contractspec_lib_schema58.EntityScalarField;
|
|
96
|
+
accountId: _contractspec_lib_schema58.EntityScalarField;
|
|
97
|
+
name: _contractspec_lib_schema58.EntityScalarField;
|
|
98
|
+
category: _contractspec_lib_schema58.EntityEnumField;
|
|
99
|
+
balance: _contractspec_lib_schema58.EntityScalarField;
|
|
100
|
+
currency: _contractspec_lib_schema58.EntityScalarField;
|
|
101
|
+
interestRate: _contractspec_lib_schema58.EntityScalarField;
|
|
102
|
+
orgId: _contractspec_lib_schema58.EntityScalarField;
|
|
103
|
+
metadata: _contractspec_lib_schema58.EntityScalarField;
|
|
104
|
+
updatedAt: _contractspec_lib_schema58.EntityScalarField;
|
|
105
|
+
createdAt: _contractspec_lib_schema58.EntityScalarField;
|
|
106
|
+
account: _contractspec_lib_schema58.EntityRelationField;
|
|
107
|
+
}> | _contractspec_lib_schema58.EntitySpec<{
|
|
108
|
+
id: _contractspec_lib_schema58.EntityScalarField;
|
|
109
|
+
name: _contractspec_lib_schema58.EntityScalarField;
|
|
110
|
+
targetAmount: _contractspec_lib_schema58.EntityScalarField;
|
|
111
|
+
currentAmount: _contractspec_lib_schema58.EntityScalarField;
|
|
112
|
+
currency: _contractspec_lib_schema58.EntityScalarField;
|
|
113
|
+
targetDate: _contractspec_lib_schema58.EntityScalarField;
|
|
114
|
+
status: _contractspec_lib_schema58.EntityEnumField;
|
|
115
|
+
orgId: _contractspec_lib_schema58.EntityScalarField;
|
|
116
|
+
ownerId: _contractspec_lib_schema58.EntityScalarField;
|
|
117
|
+
createdAt: _contractspec_lib_schema58.EntityScalarField;
|
|
118
|
+
updatedAt: _contractspec_lib_schema58.EntityScalarField;
|
|
119
|
+
}> | _contractspec_lib_schema58.EntitySpec<{
|
|
120
|
+
id: _contractspec_lib_schema58.EntityScalarField;
|
|
121
|
+
asOf: _contractspec_lib_schema58.EntityScalarField;
|
|
122
|
+
totalAssets: _contractspec_lib_schema58.EntityScalarField;
|
|
123
|
+
totalLiabilities: _contractspec_lib_schema58.EntityScalarField;
|
|
124
|
+
netWorth: _contractspec_lib_schema58.EntityScalarField;
|
|
125
|
+
currency: _contractspec_lib_schema58.EntityScalarField;
|
|
126
|
+
orgId: _contractspec_lib_schema58.EntityScalarField;
|
|
127
|
+
createdAt: _contractspec_lib_schema58.EntityScalarField;
|
|
128
|
+
}>)[];
|
|
129
|
+
declare const wealthSnapshotSchemaContribution: ModuleSchemaContribution;
|
|
130
|
+
//#endregion
|
|
131
|
+
export { AccountEntity, AccountTypeEnum, AssetCategoryEnum, AssetEntity, GoalEntity, GoalStatusEnum, LiabilityCategoryEnum, LiabilityEntity, NetWorthSnapshotEntity, wealthSnapshotEntities, wealthSnapshotSchemaContribution };
|
|
132
|
+
//# sourceMappingURL=index.d.ts.map
|
|
@@ -0,0 +1 @@
|
|
|
1
|
+
{"version":3,"file":"index.d.ts","names":[],"sources":["../../src/entities/index.ts"],"sourcesContent":[],"mappings":";;;;cAUa,iBAKX,0BAAA,CAL0B;cAOf,mBAKX,0BAAA,CAL4B;cAOjB,uBAKX,0BAAA,CALgC;AAdrB,cAqBA,cAhBX,EAqBA,0BAAA,CALyB,aAhBzB;AAEW,cAqBA,aAhBX,6BAgBwB,UAhBxB,CAAA;EAEW,EAAA,EAiCX,0BAAA,CAAA,iBA5BA;EAEW,IAAA,8CAAc;EAOd,IAAA,4CAmBX;EAAA,QAAA,8CAAA;;;;;;;;cAEW,wCAAW;MAyBtB,0BAAA,CAAA;yDA9CwB;EAAA,IAAA,8CAAA;EAqBb,QAAA,4CAyBX;EAAA,KAAA,8CAAA;;;;;;;;cAEW,4CAAe;MA+B1B,0BAAA,CAAA;;oDA1DsB;EAAA,QAAA,4CAAA;EA2BX,OAAA,8CA+BX;EAAA,QAAA,8CAAA;;;;;;;;cAEW,uCAAU;MAiCrB,0BAAA,CAAA;;;6DAlE0B;EAAA,QAAA,8CAAA;EAiCf,UAAA,8CAiCX;EAAA,MAAA,4CAAA;;;;;;cAEW,mDAAsB;MAgBjC,0BAAA,CAAA;;;;wDAnDqB;EAAA,QAAA,8CAAA;EAmCV,KAAA,8CAgBX;EAAA,SAAA,8CAAA;;cAEW,oDAAsB;MAMlC,0BAAA,CAAA;;;;;2DAxBkC;EAAA,KAAA,8CAAA;EAkBtB,OAAA,8CAMZ;EAAA,SAAA,8CAAA;;;MANkC,0BAAA,CAAA;;;;;;;wDAAA;EAAA,SAAA,8CAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;cAQtB,kCAAkC"}
|
|
@@ -0,0 +1,230 @@
|
|
|
1
|
+
import { defineEntity, defineEntityEnum, field, index } from "@contractspec/lib.schema";
|
|
2
|
+
|
|
3
|
+
//#region src/entities/index.ts
|
|
4
|
+
const schema = "lssm_wealth_snapshot";
|
|
5
|
+
const AccountTypeEnum = defineEntityEnum({
|
|
6
|
+
name: "AccountType",
|
|
7
|
+
schema,
|
|
8
|
+
values: [
|
|
9
|
+
"CHECKING",
|
|
10
|
+
"SAVINGS",
|
|
11
|
+
"INVESTMENT",
|
|
12
|
+
"CREDIT_CARD",
|
|
13
|
+
"LOAN"
|
|
14
|
+
],
|
|
15
|
+
description: "Account categories for holdings and debts."
|
|
16
|
+
});
|
|
17
|
+
const AssetCategoryEnum = defineEntityEnum({
|
|
18
|
+
name: "AssetCategory",
|
|
19
|
+
schema,
|
|
20
|
+
values: [
|
|
21
|
+
"CASH",
|
|
22
|
+
"EQUITY",
|
|
23
|
+
"REAL_ESTATE",
|
|
24
|
+
"CRYPTO",
|
|
25
|
+
"OTHER"
|
|
26
|
+
],
|
|
27
|
+
description: "Asset categories."
|
|
28
|
+
});
|
|
29
|
+
const LiabilityCategoryEnum = defineEntityEnum({
|
|
30
|
+
name: "LiabilityCategory",
|
|
31
|
+
schema,
|
|
32
|
+
values: [
|
|
33
|
+
"CREDIT_CARD",
|
|
34
|
+
"LOAN",
|
|
35
|
+
"MORTGAGE",
|
|
36
|
+
"TAX",
|
|
37
|
+
"OTHER"
|
|
38
|
+
],
|
|
39
|
+
description: "Liability categories."
|
|
40
|
+
});
|
|
41
|
+
const GoalStatusEnum = defineEntityEnum({
|
|
42
|
+
name: "GoalStatus",
|
|
43
|
+
schema,
|
|
44
|
+
values: [
|
|
45
|
+
"ACTIVE",
|
|
46
|
+
"ON_TRACK",
|
|
47
|
+
"AT_RISK",
|
|
48
|
+
"OFF_TRACK",
|
|
49
|
+
"COMPLETED"
|
|
50
|
+
],
|
|
51
|
+
description: "Goal health/status."
|
|
52
|
+
});
|
|
53
|
+
const AccountEntity = defineEntity({
|
|
54
|
+
name: "Account",
|
|
55
|
+
description: "Financial account representing holdings or debts.",
|
|
56
|
+
schema,
|
|
57
|
+
map: "account",
|
|
58
|
+
fields: {
|
|
59
|
+
id: field.id({ description: "Account ID" }),
|
|
60
|
+
name: field.string({ description: "Account name" }),
|
|
61
|
+
type: field.enum("AccountType", { description: "Account type" }),
|
|
62
|
+
currency: field.string({
|
|
63
|
+
description: "Currency code",
|
|
64
|
+
default: "\"USD\""
|
|
65
|
+
}),
|
|
66
|
+
balance: field.decimal({ description: "Current balance" }),
|
|
67
|
+
institution: field.string({
|
|
68
|
+
description: "Institution",
|
|
69
|
+
isOptional: true
|
|
70
|
+
}),
|
|
71
|
+
orgId: field.string({ description: "Org/household id" }),
|
|
72
|
+
ownerId: field.string({
|
|
73
|
+
description: "Owner user id",
|
|
74
|
+
isOptional: true
|
|
75
|
+
}),
|
|
76
|
+
createdAt: field.createdAt(),
|
|
77
|
+
updatedAt: field.updatedAt()
|
|
78
|
+
},
|
|
79
|
+
enums: [AccountTypeEnum],
|
|
80
|
+
indexes: [
|
|
81
|
+
index.on(["orgId"]),
|
|
82
|
+
index.on(["type"]),
|
|
83
|
+
index.on(["ownerId"])
|
|
84
|
+
]
|
|
85
|
+
});
|
|
86
|
+
const AssetEntity = defineEntity({
|
|
87
|
+
name: "Asset",
|
|
88
|
+
description: "Individual asset position.",
|
|
89
|
+
schema,
|
|
90
|
+
map: "asset",
|
|
91
|
+
fields: {
|
|
92
|
+
id: field.id({ description: "Asset ID" }),
|
|
93
|
+
accountId: field.foreignKey({
|
|
94
|
+
description: "Holding account",
|
|
95
|
+
isOptional: true
|
|
96
|
+
}),
|
|
97
|
+
name: field.string({ description: "Asset name" }),
|
|
98
|
+
category: field.enum("AssetCategory", { description: "Asset category" }),
|
|
99
|
+
value: field.decimal({ description: "Current value" }),
|
|
100
|
+
currency: field.string({
|
|
101
|
+
description: "Currency",
|
|
102
|
+
default: "\"USD\""
|
|
103
|
+
}),
|
|
104
|
+
orgId: field.string({ description: "Org/household id" }),
|
|
105
|
+
metadata: field.json({
|
|
106
|
+
description: "Metadata",
|
|
107
|
+
isOptional: true
|
|
108
|
+
}),
|
|
109
|
+
updatedAt: field.updatedAt(),
|
|
110
|
+
createdAt: field.createdAt(),
|
|
111
|
+
account: field.belongsTo("Account", ["accountId"], ["id"], { onDelete: "SetNull" })
|
|
112
|
+
},
|
|
113
|
+
enums: [AssetCategoryEnum],
|
|
114
|
+
indexes: [index.on(["orgId"]), index.on(["category"])]
|
|
115
|
+
});
|
|
116
|
+
const LiabilityEntity = defineEntity({
|
|
117
|
+
name: "Liability",
|
|
118
|
+
description: "Debt or obligation.",
|
|
119
|
+
schema,
|
|
120
|
+
map: "liability",
|
|
121
|
+
fields: {
|
|
122
|
+
id: field.id({ description: "Liability ID" }),
|
|
123
|
+
accountId: field.foreignKey({
|
|
124
|
+
description: "Liability account",
|
|
125
|
+
isOptional: true
|
|
126
|
+
}),
|
|
127
|
+
name: field.string({ description: "Liability name" }),
|
|
128
|
+
category: field.enum("LiabilityCategory", { description: "Liability category" }),
|
|
129
|
+
balance: field.decimal({ description: "Outstanding balance" }),
|
|
130
|
+
currency: field.string({
|
|
131
|
+
description: "Currency",
|
|
132
|
+
default: "\"USD\""
|
|
133
|
+
}),
|
|
134
|
+
interestRate: field.decimal({
|
|
135
|
+
description: "Interest rate (e.g., 0.05 for 5%)",
|
|
136
|
+
isOptional: true
|
|
137
|
+
}),
|
|
138
|
+
orgId: field.string({ description: "Org/household id" }),
|
|
139
|
+
metadata: field.json({
|
|
140
|
+
description: "Metadata",
|
|
141
|
+
isOptional: true
|
|
142
|
+
}),
|
|
143
|
+
updatedAt: field.updatedAt(),
|
|
144
|
+
createdAt: field.createdAt(),
|
|
145
|
+
account: field.belongsTo("Account", ["accountId"], ["id"], { onDelete: "SetNull" })
|
|
146
|
+
},
|
|
147
|
+
enums: [LiabilityCategoryEnum],
|
|
148
|
+
indexes: [index.on(["orgId"]), index.on(["category"])]
|
|
149
|
+
});
|
|
150
|
+
const GoalEntity = defineEntity({
|
|
151
|
+
name: "Goal",
|
|
152
|
+
description: "Financial goal with target amount/date.",
|
|
153
|
+
schema,
|
|
154
|
+
map: "goal",
|
|
155
|
+
fields: {
|
|
156
|
+
id: field.id({ description: "Goal ID" }),
|
|
157
|
+
name: field.string({ description: "Goal name" }),
|
|
158
|
+
targetAmount: field.decimal({ description: "Target amount" }),
|
|
159
|
+
currentAmount: field.decimal({
|
|
160
|
+
description: "Current progress amount",
|
|
161
|
+
default: 0
|
|
162
|
+
}),
|
|
163
|
+
currency: field.string({
|
|
164
|
+
description: "Currency",
|
|
165
|
+
default: "\"USD\""
|
|
166
|
+
}),
|
|
167
|
+
targetDate: field.dateTime({
|
|
168
|
+
description: "Target completion date",
|
|
169
|
+
isOptional: true
|
|
170
|
+
}),
|
|
171
|
+
status: field.enum("GoalStatus", {
|
|
172
|
+
description: "Goal status",
|
|
173
|
+
default: "ACTIVE"
|
|
174
|
+
}),
|
|
175
|
+
orgId: field.string({ description: "Org/household id" }),
|
|
176
|
+
ownerId: field.string({
|
|
177
|
+
description: "Owner user id",
|
|
178
|
+
isOptional: true
|
|
179
|
+
}),
|
|
180
|
+
createdAt: field.createdAt(),
|
|
181
|
+
updatedAt: field.updatedAt()
|
|
182
|
+
},
|
|
183
|
+
enums: [GoalStatusEnum],
|
|
184
|
+
indexes: [
|
|
185
|
+
index.on(["orgId"]),
|
|
186
|
+
index.on(["status"]),
|
|
187
|
+
index.on(["targetDate"])
|
|
188
|
+
]
|
|
189
|
+
});
|
|
190
|
+
const NetWorthSnapshotEntity = defineEntity({
|
|
191
|
+
name: "NetWorthSnapshot",
|
|
192
|
+
description: "Aggregated net worth snapshot for a date.",
|
|
193
|
+
schema,
|
|
194
|
+
map: "networth_snapshot",
|
|
195
|
+
fields: {
|
|
196
|
+
id: field.id({ description: "Snapshot ID" }),
|
|
197
|
+
asOf: field.dateTime({ description: "Snapshot date" }),
|
|
198
|
+
totalAssets: field.decimal({ description: "Total assets" }),
|
|
199
|
+
totalLiabilities: field.decimal({ description: "Total liabilities" }),
|
|
200
|
+
netWorth: field.decimal({ description: "Net worth" }),
|
|
201
|
+
currency: field.string({
|
|
202
|
+
description: "Currency",
|
|
203
|
+
default: "\"USD\""
|
|
204
|
+
}),
|
|
205
|
+
orgId: field.string({ description: "Org/household id" }),
|
|
206
|
+
createdAt: field.createdAt()
|
|
207
|
+
},
|
|
208
|
+
indexes: [index.unique(["orgId", "asOf"], { name: "networth_unique" })]
|
|
209
|
+
});
|
|
210
|
+
const wealthSnapshotEntities = [
|
|
211
|
+
AccountEntity,
|
|
212
|
+
AssetEntity,
|
|
213
|
+
LiabilityEntity,
|
|
214
|
+
GoalEntity,
|
|
215
|
+
NetWorthSnapshotEntity
|
|
216
|
+
];
|
|
217
|
+
const wealthSnapshotSchemaContribution = {
|
|
218
|
+
moduleId: "@contractspec/example.wealth-snapshot",
|
|
219
|
+
entities: wealthSnapshotEntities,
|
|
220
|
+
enums: [
|
|
221
|
+
AccountTypeEnum,
|
|
222
|
+
AssetCategoryEnum,
|
|
223
|
+
LiabilityCategoryEnum,
|
|
224
|
+
GoalStatusEnum
|
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//#endregion
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export { AccountEntity, AccountTypeEnum, AssetCategoryEnum, AssetEntity, GoalEntity, GoalStatusEnum, LiabilityCategoryEnum, LiabilityEntity, NetWorthSnapshotEntity, wealthSnapshotEntities, wealthSnapshotSchemaContribution };
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{"version":3,"file":"index.js","names":["wealthSnapshotSchemaContribution: ModuleSchemaContribution"],"sources":["../../src/entities/index.ts"],"sourcesContent":["import {\n defineEntity,\n defineEntityEnum,\n field,\n index,\n} from '@contractspec/lib.schema';\nimport type { ModuleSchemaContribution } from '@contractspec/lib.schema';\n\nconst schema = 'lssm_wealth_snapshot';\n\nexport const AccountTypeEnum = defineEntityEnum({\n name: 'AccountType',\n schema,\n values: ['CHECKING', 'SAVINGS', 'INVESTMENT', 'CREDIT_CARD', 'LOAN'] as const,\n description: 'Account categories for holdings and debts.',\n});\n\nexport const AssetCategoryEnum = defineEntityEnum({\n name: 'AssetCategory',\n schema,\n values: ['CASH', 'EQUITY', 'REAL_ESTATE', 'CRYPTO', 'OTHER'] as const,\n description: 'Asset categories.',\n});\n\nexport const LiabilityCategoryEnum = defineEntityEnum({\n name: 'LiabilityCategory',\n schema,\n values: ['CREDIT_CARD', 'LOAN', 'MORTGAGE', 'TAX', 'OTHER'] as const,\n description: 'Liability categories.',\n});\n\nexport const GoalStatusEnum = defineEntityEnum({\n name: 'GoalStatus',\n schema,\n values: ['ACTIVE', 'ON_TRACK', 'AT_RISK', 'OFF_TRACK', 'COMPLETED'] as const,\n description: 'Goal health/status.',\n});\n\nexport const AccountEntity = defineEntity({\n name: 'Account',\n description: 'Financial account representing holdings or debts.',\n schema,\n map: 'account',\n fields: {\n id: field.id({ description: 'Account ID' }),\n name: field.string({ description: 'Account name' }),\n type: field.enum('AccountType', { description: 'Account type' }),\n currency: field.string({ description: 'Currency code', default: '\"USD\"' }),\n balance: field.decimal({ description: 'Current balance' }),\n institution: field.string({ description: 'Institution', isOptional: true }),\n orgId: field.string({ description: 'Org/household id' }),\n ownerId: field.string({ description: 'Owner user id', isOptional: true }),\n createdAt: field.createdAt(),\n updatedAt: field.updatedAt(),\n },\n enums: [AccountTypeEnum],\n indexes: [index.on(['orgId']), index.on(['type']), index.on(['ownerId'])],\n});\n\nexport const AssetEntity = defineEntity({\n name: 'Asset',\n description: 'Individual asset position.',\n schema,\n map: 'asset',\n fields: {\n id: field.id({ description: 'Asset ID' }),\n accountId: field.foreignKey({\n description: 'Holding account',\n isOptional: true,\n }),\n name: field.string({ description: 'Asset name' }),\n category: field.enum('AssetCategory', { description: 'Asset category' }),\n value: field.decimal({ description: 'Current value' }),\n currency: field.string({ description: 'Currency', default: '\"USD\"' }),\n orgId: field.string({ description: 'Org/household id' }),\n metadata: field.json({ description: 'Metadata', isOptional: true }),\n updatedAt: field.updatedAt(),\n createdAt: field.createdAt(),\n account: field.belongsTo('Account', ['accountId'], ['id'], {\n onDelete: 'SetNull',\n }),\n },\n enums: [AssetCategoryEnum],\n indexes: [index.on(['orgId']), index.on(['category'])],\n});\n\nexport const LiabilityEntity = defineEntity({\n name: 'Liability',\n description: 'Debt or obligation.',\n schema,\n map: 'liability',\n fields: {\n id: field.id({ description: 'Liability ID' }),\n accountId: field.foreignKey({\n description: 'Liability account',\n isOptional: true,\n }),\n name: field.string({ description: 'Liability name' }),\n category: field.enum('LiabilityCategory', {\n description: 'Liability category',\n }),\n balance: field.decimal({ description: 'Outstanding balance' }),\n currency: field.string({ description: 'Currency', default: '\"USD\"' }),\n interestRate: field.decimal({\n description: 'Interest rate (e.g., 0.05 for 5%)',\n isOptional: true,\n }),\n orgId: field.string({ description: 'Org/household id' }),\n metadata: field.json({ description: 'Metadata', isOptional: true }),\n updatedAt: field.updatedAt(),\n createdAt: field.createdAt(),\n account: field.belongsTo('Account', ['accountId'], ['id'], {\n onDelete: 'SetNull',\n }),\n },\n enums: [LiabilityCategoryEnum],\n indexes: [index.on(['orgId']), index.on(['category'])],\n});\n\nexport const GoalEntity = defineEntity({\n name: 'Goal',\n description: 'Financial goal with target amount/date.',\n schema,\n map: 'goal',\n fields: {\n id: field.id({ description: 'Goal ID' }),\n name: field.string({ description: 'Goal name' }),\n targetAmount: field.decimal({ description: 'Target amount' }),\n currentAmount: field.decimal({\n description: 'Current progress amount',\n default: 0,\n }),\n currency: field.string({ description: 'Currency', default: '\"USD\"' }),\n targetDate: field.dateTime({\n description: 'Target completion date',\n isOptional: true,\n }),\n status: field.enum('GoalStatus', {\n description: 'Goal status',\n default: 'ACTIVE',\n }),\n orgId: field.string({ description: 'Org/household id' }),\n ownerId: field.string({ description: 'Owner user id', isOptional: true }),\n createdAt: field.createdAt(),\n updatedAt: field.updatedAt(),\n },\n enums: [GoalStatusEnum],\n indexes: [\n index.on(['orgId']),\n index.on(['status']),\n index.on(['targetDate']),\n ],\n});\n\nexport const NetWorthSnapshotEntity = defineEntity({\n name: 'NetWorthSnapshot',\n description: 'Aggregated net worth snapshot for a date.',\n schema,\n map: 'networth_snapshot',\n fields: {\n id: field.id({ description: 'Snapshot ID' }),\n asOf: field.dateTime({ description: 'Snapshot date' }),\n totalAssets: field.decimal({ description: 'Total assets' }),\n totalLiabilities: field.decimal({ description: 'Total liabilities' }),\n netWorth: field.decimal({ description: 'Net worth' }),\n currency: field.string({ description: 'Currency', default: '\"USD\"' }),\n orgId: field.string({ description: 'Org/household id' }),\n createdAt: field.createdAt(),\n },\n indexes: [index.unique(['orgId', 'asOf'], { name: 'networth_unique' })],\n});\n\nexport const wealthSnapshotEntities = [\n AccountEntity,\n AssetEntity,\n LiabilityEntity,\n GoalEntity,\n NetWorthSnapshotEntity,\n];\n\nexport const wealthSnapshotSchemaContribution: ModuleSchemaContribution = {\n moduleId: '@contractspec/example.wealth-snapshot',\n // schema,\n entities: wealthSnapshotEntities,\n enums: [\n AccountTypeEnum,\n AssetCategoryEnum,\n LiabilityCategoryEnum,\n GoalStatusEnum,\n 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